No Tax Advisor-Client Relationship Disclaimer — Breakwater Path
Effective Date: March 2025
1. Purpose of This Disclaimer
This disclaimer clarifies that Breakwater Path does not form any tax advisory, CPA-client, or attorney-client relationship through the use of its website, blog posts, YouTube Channel, or affiliated social media platforms.
By accessing www.breakwaterpath.com, or engaging with any of our tax-related content, you acknowledge and accept that no formal client relationship is established between you and Breakwater Path, Jason B. Ball, or any content contributor.
2. No Tax Advisory or Professional Relationship Formed
Breakwater Path does not provide tax advisory services or professional representation. Therefore, engaging with our content does not create any of the following:
- CPA-client relationship
- Tax attorney-client relationship
- Tax adviser-client or fiduciary relationship
➡️ Reading our articles, watching videos, submitting comments, or contacting us does not establish any confidential or privileged relationship under law.
3. Content for Educational Use Only
All tax-related material is intended for general educational purposes. Breakwater Path does not:
- Offer personalized tax planning or compliance services
- Represent individuals before the IRS or other authorities
- Prepare, file, or review tax returns
- Provide legal tax opinions or actionable tax strategies
⚠️ Tax laws are complex and vary by jurisdiction. You should always consult a licensed tax professional (CPA, EA, or tax attorney) before taking any action.
4. No Legal Privilege or Confidentiality
➡️ Any email communication, comment, or message sent to Breakwater Path is not protected by attorney-client privilege or any other confidentiality protections.
Breakwater Path does not offer legal representation, and we do not provide any legal tax opinions.
5. User Responsibility to Seek Licensed Advice
You are fully responsible for obtaining tax advice from qualified professionals. These may include:
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Licensed Tax Attorneys
Breakwater Path strongly advises you to not rely solely on our content for any tax decisions. Always consult someone licensed and knowledgeable about your unique financial and legal circumstances.
6. Limitation of Liability
⚠️ Breakwater Path, including Jason B. Ball and all affiliated contributors, disclaims all liability for actions taken based on our content, including but not limited to:
- Penalties, audits, interest, or other IRS-related consequences
- Errors, omissions, or misinterpretations of educational material
- Adverse legal or financial outcomes
All content is provided “as-is”, without any warranty or guarantee of accuracy, completeness, or relevance to your situation.
✅ Summary of Key Points
| Aspect | Summary |
|---|---|
| No Tax Advisory Relationship | No CPA-client, tax adviser, or legal relationship is formed |
| Educational Use Only | Content is for general tax education, not personalized advice |
| No Legal Privilege | Communications are not confidential or protected |
| User Responsibility | Users must consult licensed tax professionals for personal guidance |
| Limitation of Liability | Breakwater Path is not liable for tax outcomes based on content |
7. Contact for Clarifications
If you have any questions about this disclaimer or wish to clarify our role:
📧 Email: [email protected]
📁 Subject Line: “Tax Disclaimer Inquiry”